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Simplifying State and Federal Reporting for Family Offices
In 2021, the U.S. Congress passed the Corporate Transparency Act (CTA) with strong bipartisan support. As part of the broader Anti-Money Laundering Act of 2020, all companies registered in the U.S. are required to provide their Beneficial Ownership Information (BOI) to the Financial Crimes Enforcement Network (FinCEN). However, several federal court cases have challenged the […]
Family Trusts Explained
Discover how family trusts and why they’re crucial for wealth preservation and succession planning. Learn about trust structures, tax implications, and expert insights.
Marta Widz
Marta Widz is a Professor of Practice at SDA Bocconi School of Management, Milan, Italy. She is also the founder and CEO of the Family Silver Institute- a boutique advisory for family businesses and family offices.
Chief Executive Officer/President
The Client Our client is a well-established family office with two U.S. locations. The family, which has a long and rich history, has created an enduring American enterprise that has achieved substantial business and financial success while remaining true to family values instilled through the generations. Founded in 1941, the family office provides legal, tax, […]
Family Office Director of Operations and Strategy
Our client is a family office affiliated with an investment management firm. They are seeking a Director of Strategy and Operations to join their growing organization. The Director of Strategy/Ops will report into executive leadership, and collaborate closely with the Board. Responsibilities include, but are not limited to: leading strategic initiatives for all operations within […]
Investment Manager
Key Responsibilities: Portfolio Management: Oversee and manage a diversified investment portfolio encompassing various asset classes, including: Equities: Domestic and international stocks. Fixed Income: Government and corporate bonds. Real Estate: Commercial and residential properties. Private Equity: Direct investments and fund participations. Hedge Funds: Alternative investment strategies. Commodities: Precious metals, energy resources, etc. Venture Capital: Early-stage investment […]
Account Executive
Key Responsibilities Generating and prospecting new leads to create book of business. Targeting General Partners and C-suite decision-makers of alternative investments firms including private equity, real estate, and hedge funds. Contacting, qualifying, and engaging prospects through email, LinkedIn, and cold-calling. Keeping an organized record of sales activity and pipeline. Nurturing new and existing client relationships. […]
Managing Director, Single Family Office
Key Responsibilities: Strategic Investment and Wealth Management Develop and implement a comprehensive investment strategy aligned with the family’s goals, including asset allocation across public and private equity, real estate, and alternative investments. Oversee portfolio construction, performance tracking, and risk management, ensuring adherence to established financial objectives and risk tolerance. Lead due diligence and analysis for […]
Wealth Management Software for Family Offices
Since launching the family office software and technology report in 2020, Simple has tracked a surge in service providers offering wealth management solutions. This article explores the background, covers the current landscape, and notes the benefits of wealth management software for family offices.
Benjamin Ehrlich
Benjamin Ehrlich’s experience spans multiple sides of the investment landscape – from launching a next-generation stock exchange focused on long-term value creation to building funds with novel structures to advising institutions on venture strategy.